Vantage Point with True North Wealth Partners artwork

Vantage Point with True North Wealth Partners

54 episodes - English - Latest episode: 3 months ago -

Vantage Point is for our Clients and those wanting to learn more about what's really going on within the markets and economy as well as overall Financial Planning Topics.

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Episodes

Episode 42 - 2023 recap plus a lot occurring in January thus far…Davos, China, Bitcoin & Nuclear!

January 26, 2024 20:00 - 35 minutes - 24.6 MB

In this episode, Eric recaps 2023 plus all the recurring things in January including Davos, China, Bitcoin and Nuclear Power. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 41 - 2024 Returns Pulled Forward as “The Show Goes On.”

December 26, 2023 21:00 - 52 minutes - 36.4 MB

In this episode, Eric discusses the end of the year Rally continuing in the market and the beginning of 2024. Eric Biddle joins to talk about Fixed Annuities.  You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Holiday Mini Episode - Things to think about during the holiday season.

December 04, 2023 20:00 - 8 minutes - 5.8 MB

In this episode, Erics gives a quick recap from the previous episode, #40. He gives some tips and things to think about during this holiday season. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 40 - "The Show Goes On” as the Early Santa Claus Rally continues, for now…

November 22, 2023 19:00 - 27 minutes - 19.3 MB

In this episode, Eric and Andy discuss the early Santa Claus Rally continuing in the market and the beginning of 2024. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 39 - “Large Cracks” forming in the market surface.. Air Bags, Charts & Tips of the Month

October 26, 2023 13:00 - 32 minutes - 22.2 MB

In this episode, Eric discusses the 'large cracks' forming in the market surface as well as some unique tips of the month. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 38 - Fish out of water – Flopping around.

September 22, 2023 16:00 - 26 minutes - 18.4 MB

In this episode, Eric and Andy discuss the current market as well as the Fed Rate. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 37 - Markets enter the Chop Cycle & Educational Guest Speaker

August 25, 2023 18:00 - 38 minutes - 26.6 MB

In this episode, Eric discusses the market updates and speaks with Beth Probst, Founder and CEO of At The Core. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 36 - Many Yellow Flags as the Economy’s Engine (Consumer=70% of GDP) Running on Empty!

July 28, 2023 14:00 - 30 minutes - 21.2 MB

In this episode, Eric discusses the many yellow flags of the state of the economy as well as market updates. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 35 - Look over here…things are great…right?

June 26, 2023 20:00 - 26 minutes - 18.2 MB

In this episode, it's another episode of "The E and E Show" as Eric Biddle steps in this week for Andy. Eric and Eric discuss the market as well as the overall economic slowdown. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 34 - Market Grinding & Overall Economic Slowdown as “The Show Goes On”

May 25, 2023 15:00 - 27 minutes - 18.9 MB

In this episode, Eric and Andy discuss what is going on with the market as well as the overall economic slowdown. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 33 - Not out of the wood yet + rebalance updates & charts too

April 20, 2023 19:00 - 37 minutes - 25.8 MB

In this episode, Eric discusses the state of the market as well as providing rebalance updates. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 32 – Feb/March 2023 – Zero Days to Expiration (0DTE) Options creating market volatility

March 08, 2023 21:00 - 30 minutes - 21.2 MB

In this episode, we will discuss trading range bound & Zero Days to Expiration (0DTE) options now creating more daily market volatility in both directions You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 31 - January 2023 - Enjoy it while it last…2023 being the “Tale of Two Halves”

January 24, 2023 21:00 - 30 minutes - 21.2 MB

In this episode, we will discuss the beginning of this year as well as rebalancing and the state of the market. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 30 - December 2022 - Year end info., 2023 updates, plus upcoming full rebalance

December 22, 2022 16:00 - 28 minutes - 19.4 MB

In this episode, we will discuss the year ending. rebalancing and 2023 updates. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 29 - November 2022 - Holiday Season is upon us & many important items to still occur

November 17, 2022 16:00 - 32 minutes - 22.4 MB

In this episode, we will discuss the volatile markets but possibly a year-end rally coming? Also a surprise guest from the North Pole! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 28 - October 2022 - Still Volatile Mkts. but possible year-end Rally coming?

October 28, 2022 16:00 - 37 minutes - 25.9 MB

In this episode, we will discuss the volatile markets but possibly a year-end rally coming? We also speak with Mike Gatteri, our strategic partner about upcoming insurance changes. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 27 - September 2022 - Strong Dollar, $95B/mo. in Quantitative Tightening, Fed still Raising Rates = NOT a good outcome!

September 23, 2022 18:00 - 33 minutes - 23 MB

In this episode, we will discuss the continued spending, higher rates, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 26 - August 2022 - More Printing $ = NOT Good ... Delays the Inevitable!

August 25, 2022 18:00 - 25 minutes - 17.9 MB

In this episode, we will discuss the continued spending, higher rates, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 25 - July 2022 - More Spending, Higher Rates, Inverted Yield Curve gets us closer to a Recession!

July 28, 2022 15:00 - 26 minutes - 18 MB

In this episode, we will discuss the continued spending, higher rates, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 24 - June 2022 - Bear Market & Economy should still be in a Quad 4 for the next few quarters

June 24, 2022 12:00 - 38 minutes - 26.5 MB

In this episode, we will discuss the continued market volatility, the anticipated economic slowdown, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 24 - Bear Market & Economy should still be in a Quad 4 for the next few quarters

June 24, 2022 12:00 - 38 minutes - 26.5 MB

In this episode, we will discuss the continued market volatility, the anticipated economic slowdown, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 23 - May 2022 - Closer but the Other Foot has NOT yet landed…Quad 4!

May 22, 2022 20:00 - 32 minutes - 22.7 MB

In this episode, we will discuss the continued market volatility, the anticipated economic slowdown, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 23 - Closer but the Other Foot has NOT yet landed…Quad 4!

May 22, 2022 20:00 - 32 minutes - 22.7 MB

In this episode, we will discuss the continued market volatility, the anticipated economic slowdown, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 22 - No Recession Yet, All Time High in New Car Monthly Payments

April 21, 2022 20:00 - 26 minutes - 18.2 MB

In this episode, we will discuss the continued market volatility, the anticipated economic slowdown, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 22 - April 2022 - No Recession Yet, All Time High in New Car Monthly Payments

April 21, 2022 20:00 - 26 minutes - 18.2 MB

In this episode, we will discuss the continued market volatility, the anticipated economic slowdown, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 21 - Continued Market Volatility & Anticipated Economic Slowdown

March 22, 2022 12:00 - 36 minutes - 25.4 MB

In this episode, we will discuss the continued market volatility, the anticipated economic slowdown, and more... We also sit down with one of the newest members of our team, Eric Biddle. Get to know him a little bit during the back half of the episode! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Mark...

Episode 21 - March 2022 - Continued Market Volatility & Anticipated Economic Slowdown

March 22, 2022 12:00 - 36 minutes - 25.4 MB

In this episode, we will discuss the continued market volatility, the anticipated economic slowdown, and more... We also sit down with one of the newest members of our team, Eric Biddle. Get to know him a little bit during the back half of the episode! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Mark...

Episode 20 - Weakness & Bad Policies aided in the economy now being in a Quad 4

February 25, 2022 19:00 - 28 minutes - 19.5 MB

In this episode, we will discuss the second -5% pullback of the year, Quad 4 positioning, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 20 - February 2022 - Weakness & Bad Policies aided in the economy now being in a Quad 4

February 25, 2022 19:00 - 28 minutes - 19.5 MB

In this episode, we will discuss the second -5% pullback of the year, Quad 4 positioning, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 18 - December 2021 - The Punchbowl is finally being removed: Market updates, positioning & forecasts for '22

December 21, 2021 14:00 - 21 minutes - 15 MB

In this episode, we will discuss the current market, positioning for Q1 2022, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 18 - The Punchbowl is finally being removed: Market updates, positioning & forecasts for '22

December 21, 2021 14:00 - 21 minutes - 15 MB

In this episode, we will discuss the current market, positioning for Q1 2022, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 17 - November 2021 - Current Market, Inflation, Estate Planning Tips & Tips of the Month

November 21, 2021 16:00 - 29 minutes - 20.6 MB

In this episode, we will discuss the current market, some estate planning tips, and more... Stick around towards the back half of the episode as we talk to our Strategic Partner Andrew Marvin from Pappas Gibson! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 17 - Current Market, Inflation, Estate Planning Tips & Tips of the Month

November 21, 2021 16:00 - 29 minutes - 20.6 MB

In this episode, we will discuss the current market, some estate planning tips, and more... Stick around towards the back half of the episode as we talk to our Strategic Partner Andrew Marvin from Pappas Gibson! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 16 - October 2021 - Inflation, 4th Quarter Surprise? & Tips of the Month

October 22, 2021 14:00 - 25 minutes - 17.7 MB

In this episode, we will discuss the current market, plenty of charts, a 4th quarter surprise? and more... Stick around towards the end of the episode for this month's Tips of the Month. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 16 - Inflation, 4th Quarter Surprise? & Tips of the Month

October 22, 2021 14:00 - 25 minutes - 17.7 MB

In this episode, we will discuss the current market, plenty of charts, a 4th quarter surprise? and more... Stick around towards the end of the episode for this month's Tips of the Month. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 15 - September 2021 - Quadruple Witching, Inflation, GDP Slowdown & Tips of the Month

September 23, 2021 15:00 - 36 minutes - 25.3 MB

In this episode, we will discuss the current market, some property and casualty insurance tips, China and California's upcoming openings, and more... Stick around towards the back half of the episode as we talk to our Strategic Partner Kip Fetchero from Fetchero Insurance Agency! Links from the podcast: https://www.com.ohio.gov/unfd/ (OHIO Unclaimed Funds Site) https://eapps.naic.org/life-policy-locator/#/welcome  (NAIC = National Association of Insurance Commissioners – Life & Annuity Ins...

Episode 15 - Quadruple Witching, Inflation, GDP Slowdown & Tips of the Month

September 23, 2021 15:00 - 36 minutes - 25.3 MB

In this episode, we will discuss the current market, some property and casualty insurance tips, China and California's upcoming openings, and more... Stick around towards the back half of the episode as we talk to our Strategic Partner Kip Fetchero from Fetchero Insurance Agency! Links from the podcast: https://www.com.ohio.gov/unfd/ (OHIO Unclaimed Funds Site) https://eapps.naic.org/life-policy-locator/#/welcome  (NAIC = National Association of Insurance Commissioners – Life & Annuity Ins...

Episode 14 - Craziness Continues: Afghanistan, Covid and the Markets

August 19, 2021 21:00 - 25 minutes - 18 MB

In this episode, we will discuss the current market, some tax tips, reopening of the economy, and more... Stick around towards the back half of the episode as we talk to our Strategic Partner Cindy Paige! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 14 - August 2021 - Craziness Continues: Afghanistan, Covid and the Markets

August 19, 2021 21:00 - 25 minutes - 18 MB

In this episode, we will discuss the current market, some tax tips, reopening of the economy, and more... Stick around towards the back half of the episode as we talk to our Strategic Partner Cindy Paige! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 13 - July 2021 - Economy now transitioning into Quad 3 & Market updates

July 25, 2021 13:00 - 18 minutes - 12.8 MB

In this episode, we will discuss the current market, transitioning into Quad 3, and more... You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 12 - June 2021 – Jobs, Tax “Tips”, The Show Goes On for Now, Market Update & Vaccine Progress

June 25, 2021 15:00 - 31 minutes - 21.7 MB

In this episode, we will discuss the current market, some tax tips, reopening of the economy, and more... Stick around towards the back half of the episode for our Tax Tips from our Strategic Partner Ken! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 11 - May 2021 - Inflation, The Show Goes On for Now, Market Update & Vaccine Progress

May 12, 2021 20:00 - 22 minutes - 15.4 MB

In this episode, we will discuss the current market and reopening of the economy, and more... Stick around until the end of the episode for our tips of the month! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 10 - April 2021 – The Show Goes On, Market Updates, Vaccine Progress, & Thematic Asset Class Sectors

April 23, 2021 15:00 - 18 minutes - 12.5 MB

In this episode, we will discuss the current market and economy for 2021, our latest Thematic asset class sectors being utilized, and more... Also the vaccine progress thus far during the pandemic. Stick around until the end of the episode for our tips of the month! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekl...

Episode 09 - March 2021 - Market Updates, Covid and Vaccine Progress, Economy Reopening

March 22, 2021 19:00 - 28 minutes - 19.8 MB

In this episode, we will discuss the current market and reopening of the economy, and more... Stick around until the end of the episode for our tips of the month! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

Episode 08 - February 2021 - Market Updates, Covid and Vaccine Progress, Thematic Sectors

February 19, 2021 18:00 - 24 minutes - 16.9 MB

In this episode, we will discuss the current market and economy for 2021, our latest Thematic Sectors being utilized, and more... Also the vaccine progress thus far during the pandemic. Stick around until the end of the episode for our tips of the month! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Ma...

Episode 07 - January 2021 - Market and Covid Updates, Tax Prep, New Models for 2021

January 21, 2021 17:00 - 38 minutes - 26.4 MB

This is our seventh podcast episode. In this episode, we will discuss the current market and economy for January 2021, the impact on New Sectors & Asset Classes being used by the new government. Also the Covid effects thus far during the pandemic. Stick around until the end of the episode for our tips of the month! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode...

Episode 06 - December 2020 - Market Updates, Covid, Real Estate and Election Impact

December 18, 2020 18:00 - 33 minutes - 23.4 MB

This is our sixth podcast episode. In this episode we will discuss the current market and economy for December 2020, the election impact, Real Estate as well as the Covid effects thus far during the pandemic. Stick around until the end of the episode for our tips of the month! Our Strategic Partner for this month is David Baker with The Baker Realty  Group.  Baker Realty Group was founded out of a genuine desire to treat people right. You can reach this episode on our website at https://ww...

Episode 05 - November 2020 - Market Updates, Covid and Election Impact

November 12, 2020 18:00 - 24 minutes - 16.8 MB

This is our fifth podcast episode. In this episode we will discuss the current market and economy for November 2020, the election impact as well as the Covid effects thus far during the pandemic. Stick around until the end of the episode for our tips of the month! You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e...